Stock Management & Sales Tracking

Manage finished product inventory and record sales transactions with full cost tracking.

Finished Product Stock

Stock is Created From:

1. Packaging Runs: Automatically creates stock entries.
2. Manual Entry: Add stock manually if needed.
3. Casing Operations: Package individual bottles into cases.

Stock Information Tracked

• Product name and SKU.
• Current quantity in units.
• Cost per unit (calculated from production).
• ABV and bottle size (for duty calculations).
• Storage location.
• Production date and source batch.

Recording Sales

1. Navigate to Stock Management → Record Sale.
2. Select the product sold.
3. Enter quantity and sale price per unit.
4. Add customer name and sales channel (optional).
5. The system automatically:
   • Deducts from stock quantity.
   • Calculates COGS (Cost of Goods Sold).
   • Calculates profit margin.
   • Records duty payable if excise tracking enabled.

Packaging Into Cases

Convert individual bottles into sellable cases:

1. Select bottles to package.
2. Specify bottles per case.
3. System creates new case stock.
4. Deducts individual bottle stock.
5. Maintains full traceability.

Stock Value & Insights

• Total Stock Value: Sum of all inventory at cost.
• Total Units: Count of all saleable items.
• Recent Sales: View latest transactions.
• Profit Margins: Track profitability per product.

Inventory Adjustments

• Edit stock quantities for corrections.
• Delete stock entries if needed.
• Recalculate COGS after inventory changes.
• Full audit trail maintained.

Best Practices

• Record sales promptly for accurate stock levels.
• Use consistent product naming across batches.
• Review stock value regularly.
• Track which products are most profitable.